United Capital Financial Advisors’s Sabine Royalty Trust SBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $538K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $296K | Sell |
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|
2022
Q4 | $1.42M | Sell |
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|
2022
Q3 | $1.54M | Sell |
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|
2022
Q2 | $1.45M | Hold |
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|
2022
Q1 | $1.38M | Sell |
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|
2021
Q4 | $1.01M | Sell |
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|
2021
Q3 | $1.08M | Buy |
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|
2021
Q2 | $811K | Hold |
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|
2021
Q1 | $613K | Sell |
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|
2020
Q4 | $568K | Sell |
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|
2020
Q3 | $593K | Sell |
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|
2020
Q2 | $572K | Hold |
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|
2020
Q1 | $570K | Hold |
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|
2019
Q4 | $831K | Hold |
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|
2019
Q3 | $892K | Sell |
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|
2019
Q2 | $996K | Hold |
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|
2019
Q1 | $963K | Hold |
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|
2018
Q4 | $770K | Hold |
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|
2018
Q3 | $876K | Hold |
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|
2018
Q2 | $978K | Hold |
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|
2018
Q1 | $912K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $226K | Hold |
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|
2016
Q2 | $203K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $483K | Sell |
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|
2015
Q3 | $721K | Hold |
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|
2015
Q2 | $890K | Buy |
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|
2015
Q1 | $931K | Hold |
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|
2014
Q4 | $826K | Buy |
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|
2014
Q3 | $1.15M | Hold |
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|
2014
Q2 | $1.29M | Hold |
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|
2014
Q1 | $1.05M | Hold |
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|
2013
Q4 | $1.07M | Hold |
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|
2013
Q3 | $1.08M | Hold |
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|
2013
Q2 | $1.1M | Buy |
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